Dear Reader,
While CNBC says the SpaceX IPO could be “the biggest IPO ever.”
And Business Insider says Elon is preparing for a “monster IPO…”
And even though Bloomberg predicts the IPO will be worth $1.75 trillion…
I’m telling you to IGNORE it all right now.
Because the absolute BIGGEST gains from this SpaceX IPO…
Could come from an unlikely source.
This is a SpaceX story no one is talking about right now.
And if you get in position in the way you’ll see here…
The potential profits up for grabs could be enormous.
But only if you’re “in” BEFORE June 9th, 2026.
Click here now to see what’s going on.
What Investors Need to Know About TSMC's Hefty 17% Dividend Increase
Reported by Leo Miller. Article Published: 5/27/2026.
Key Points
- Taiwan Semiconductor Manufacturing has performed very well over the past several years, dominating AI chipmaking.
- The company also pays a dividend yield that well exceeds that of many tech stocks.
- As a foreign company, there is key dividend info investors need to be aware of when it comes to TSMC.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Few companies dominate their industry like Taiwan Semiconductor Manufacturing (NYSE: TSM). The company is the workhorse making the entire artificial intelligence (AI) buildout possible, manufacturing nearly all of the world’s most advanced AI accelerators.
While the stock does not deliver explosive returns as quickly as some smaller names in the AI trade, it has still performed extremely well. Since the start of 2025, TSMC shares have produced a total return of more than 100%, more than triple the S&P 500’s return over the same period. Much of that performance has come in 2026, with TSMC up more than 30% for the year.
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When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereAnd unlike the vast majority of AI stocks, TSMC actually pays a meaningful dividend yield. That is especially notable after the company’s most recent dividend increase, which was a strong signal of confidence from management in the company’s outlook.
However, because it is a foreign company, there are some important considerations U.S. investors need to understand regarding the firm’s dividend.
TSMC’s 17% Dividend Boost—Solid Tech Yield, But With Caveats
In May, TSMC announced a sizable increase to its quarterly dividend. For holders of the company’s American Depositary Receipts (ADR), the quarterly payout will rise by 17% to approximately $1.11. With this increase, the stock now has a headline indicated dividend yield of approximately 1.1%.
However, this is not the yield ADR investors will actually receive—the first important wrinkle when it comes to TSMC's dividend. As TSMC notes on the FAQ page on its website, “Dividends distributed to the holders of TSMC’s ADSs are subject to [Republic of China] withholding tax at 21%.” Note that TSMC refers to ADSs (American Depositary Receipts) here rather than ADRs. The terminology differs slightly, but the practical implications are the same.
Considering this tax withholding, the actual dividend payout ADR holders receive is approximately 21% lower than the headline figure. Doing the math, this would put the after-tax quarterly dividend for ADR holders just below 88 cents.
Thus, on an after-tax basis, the stock’s indicated dividend yield falls to approximately 0.85%. While not large by any means, this is a solid yield for a technology-sector stock, as many of these names do not pay dividends at all. Furthermore, this yield is roughly double that of some popular technology ETFs, such as the Technology Select Sector SPDR Fund (NYSEARCA: XLK). This fund tracks the performance of tech sector stocks in the S&P 500 Index and provides a dividend yield of only around 0.4%.
Another notable factor in TSMC’s dividend is the payment timing, which occurs much later than it does for most U.S. companies. The company will not pay its newly announced dividend until Oct. 8 to ADR holders of record as of Sept. 16. Furthermore, TSMC announced this dividend before it has even paid its previously scheduled one. The company will make its last 95-cent-per-ADR payment on July 9 to holders of record as of the June 11 close. This is important to keep in mind, as that smaller payment would put the stock's forward-looking yield slightly lower than discussed previously.
The Confidence Factor: Why Dividend Boosts Matter Beyond the Yield
The company’s large increase is a meaningful signal of TSMC’s confidence in its future. Companies avoid lowering their dividend because the market views that as a sign of weakness. Thus, by raising its dividend, TSMC is implicitly telling investors that it believes it can continue making that payment over the long term.
Notably, TSMC has not explicitly decreased its dividend on an annual basis for more than 20 years. The company transitioned from paying one annual dividend to four quarterly dividends in 2019, but its full-year dividend still increased. Its dividend has fluctuated on a quarterly basis due to currency movements and other factors, but the changes have been very slight.
TSMC’s earnings over the last 12 months per ADR were approximately $12.02. Holding that figure steady, and assuming an expected annual dividend payment near $4.44, the company’s payout ratio would be around 37%. That is a very comfortable figure, giving TSMC ample room to raise its dividend further. It also does not account for the fact that analysts expect TSMC’s earnings to rise significantly, which would put downward pressure on its future payout ratio.
Analysts Forecast Upside and Strong Growth for TSMC
As TSMC lifts its dividend, the firm certainly has plenty to be confident about. Analysts currently expect TSMC’s revenues to rise by nearly 36% in 2026. That would mark the company’s highest growth rate since 2022, and its second-highest since 2011.
Recently updated analyst targets continue to point to upside in the stock. The MarketBeat consensus price target sits near $404, just below TSMC's recent share price. However, the average of targets updated since mid-April is considerably higher, near $467. That figure implies well over 10% upside in shares.
RTX Is Set to Revolutionize Munitions Manufacturing
Reported by Jeffrey Neal Johnson. Article Published: 5/28/2026.
Key Points
- RTX Corp. received a DARPA Phase 2 contract to develop modular, composable solid rocket motors with partner Northrop Grumman, addressing a critical munitions production bottleneck.
- RTX posted Q1 2026 adjusted EPS of $1.78, beating estimates by 16%, and holds a record $271 billion backlog with raised full-year 2026 revenue guidance.
- Institutional investors, including Vanguard Group and Oppenheimer Asset Management, have increased RTX positions, supporting its premium trailing P/E of approximately 34, despite recent insider sales.
- Special Report: Have $500? Invest in Elon’s AI Masterplan
Modern warfare consumes munitions at a pace that has left the Western defense industrial base struggling to keep up. At the center of this challenge is a critical production bottleneck: the slow, inflexible and costly manufacturing of traditional, single-use solid rocket motors (SRMs).
RTX Corp. (NYSE: RTX), through its Raytheon division, now appears poised to help address this structural deficit. Following a Phase 2 contract award from the Defense Advanced Research Projects Agency (DARPA), RTX is pioneering a new era of adaptable, composable rocket motors.
The #1 stock to buy BEFORE the June 12th filing (Ad)
When the SpaceX IPO launches, most retail investors will be locked out. The banks, funds, and insiders get in early - while everyone else waits on the sidelines.
But one small infrastructure supplier - a critical piece Musk can't scale the Colossus network without - is still trading well under institutional radar. A new briefing reveals the name and ticker at no cost.
Get the SpaceX infrastructure stock name and ticker hereInvestors should view this initiative as far more than an incremental upgrade; it represents a foundational shift in how the United States and its allies will produce and deploy advanced missile systems for years to come.
Building a Production Moat With Modular Propulsion
The core objective of the DARPA Burn n' Go program is to create a future where missile propulsion is no longer a fixed, one-size-fits-all component. Instead of designing and building unique motors for every individual weapon system, RTX Corp. and its key strategic partner, Northrop Grumman (NYSE: NOC), are engineering a revolutionary modular system. This cutting-edge technology allows a common set of pre-manufactured components to be rapidly assembled into countless configurations. The new protocol enables on-demand thrust adjustments to meet diverse and evolving mission requirements in the field.
This strategic pivot from a rigid to a highly flexible production model directly addresses the most severe supply chain vulnerabilities exposed by recent global conflicts. The ability to rapidly scale and adapt munitions production is a powerful strategic advantage that translates directly into battlefield superiority.
By spearheading this technological disruption, RTX is building a durable competitive moat. The firm is not just fulfilling a contract; it is positioning itself as the chief architect of the next generation of munitions manufacturing. This deep integration into the defense infrastructure could create a powerful, long-term revenue stream that competitors will find nearly impossible to replicate. The collaboration with Northrop Grumman's Allegany Ballistic Laboratory, a world leader in SRM design, further de-risks the ambitious project and combines the industrial might of two sector titans to solve one of the Pentagon's most expensive problems.
Firepower: A Record $271 Billion Backlog
A visionary technological catalyst requires immense financial backing to become a market-moving reality. RTX Corp.'s recent performance demonstrates that it has the fundamental strength and operational discipline required to execute its ambitious long-term strategy.
The Q1 2026 earnings report from RTX Corp. decisively beat Wall Street expectations, showcasing significant and accelerating momentum across its business segments. Adjusted earnings per share (EPS) for the quarter registered an impressive $1.78, a 21% year-over-year increase that comfortably surpassed the consensus analyst estimate of $1.53. This bottom-line outperformance was driven by exceptional top-line growth, with quarterly revenue rising to $22.1 billion.
This financial firepower provides the capital needed to fund intensive research and development for transformative projects like the composable SRM, without sacrificing shareholder returns or incurring unnecessary debt.
The record-breaking backlog at RTX Corp., which now stands at an incredible $271 billion, provides exceptional long-term visibility into future revenues. Within that total, the defense segment alone accounts for a formidable $109 billion, underscoring the sustained and rising global demand for the products and services of RTX Corp. Executive leadership's confidence is clearly reflected in the decision to raise its full-year 2026 revenue guidance to a new range of $92.5 billion to $93.5 billion. This financial strength suggests RTX Corp. is exceptionally well-capitalized to lead and profit from the impending global rearmament supercycle.
A Premium Valuation Backed by Institutional Conviction
With a trailing price-to-earnings (P/E) ratio of approximately 34, RTX Corp. shares trade at a premium to some of its aerospace sector and defense peers, such as Lockheed Martin (NYSE: LMT) and General Dynamics (NYSE: GD). Skeptical investors might also point to recent insider sales as a potential reason for near-term caution. Over the last six months, executive insiders at RTX Corp. have sold shares on the open market without making any corresponding open-market purchases.
However, a deeper look at ownership trends reveals a more compelling narrative. While insiders may sell stock for a variety of personal financial reasons unrelated to the company's outlook, institutional smart money is steadily flowing into the stock.
Major asset managers like Vanguard Group and Oppenheimer Asset Management have recently increased their positions in RTX Corp., signaling strong institutional conviction in the company's long-term strategic trajectory. This pattern of institutional accumulation suggests that the market's most sophisticated investors view the current valuation not as excessive, but as a justified premium for a company with a clear technological lead and a massive, locked-in revenue stream. The reliable 1.6% dividend yield from RTX Corp. further strengthens the investment case, providing a steady income stream while investors wait for long-term catalysts, such as the composable rocket motor, to mature and affect the bottom line.
For investors building a long-term portfolio, the central question is whether RTX Corp.'s technological leadership justifies its premium valuation. The DARPA contract is powerful evidence that it does. By solving a critical production bottleneck, RTX is not only securing its own financial future but also making itself an indispensable partner in Western national security.
Cautious investors may prefer to wait for a market pullback before initiating a position. Those with a higher risk tolerance, however, might see the current landscape as a rare opportunity to invest in a best-in-class company that is actively building the future of the global defense industrial base.
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